Latest Institutional Purchases of Wisdomtree Tr Us Small Cap Qua (DGRS)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Us Small Cap Qua (DGRS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
155New |
$5.97K - $7.46K
|
155
$7.93K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
53New |
$2.04K - $2.55K
|
53
$2.71K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
13.3K+ 134.15% |
$543K - $600K
|
23.3K
$1.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
940+ 6.23% |
$38.2K - $42.2K
|
16K
$820K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
166New |
$6.75K - $7.46K
|
166
$8.49K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83+ 3.99% |
$3.38K - $3.73K
|
2.16K
$111K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.6KNew |
$411K - $451K
|
10.6K
$541K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.6KNew |
$101K - $111K
|
2.6K
$133K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
112+ 20.51% |
$4.48K - $5.24K
|
658
$33.7K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
97+ 16.03% |
$3.88K - $4.54K
|
702
$35.9K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
241New |
$8.86K - $10.4K
|
241
$12.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
113New |
$4.15K - $4.86K
|
113
$5.78K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 2.94% |
$147 - $172
|
140
$7.16K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.14% |
$73.5 - $86.1
|
178
$9.11K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 1.27% |
$36.8 - $43.1
|
80
$4.09K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.5KNew |
$413K - $514K
|
11.5K
$587K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.97K+ 28.26% |
$107K - $133K
|
13.5K
$691K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 2.96% |
$144 - $179
|
139
$7.11K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.07KNew |
$41.2K - $48.4K
|
1.07K
$54.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
192New |
$7.37K - $8.67K
|
192
$9.82K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13New |
$499 - $587
|
13
$665
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
203New |
$8.81K - $9.8K
|
203
$10.4K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.98KNew |
$173K - $186K
|
3.98K
$204K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
9258 Wealth Management, LLC
|
BUY
|
- |
6.4KNew |
$183K - $211K
|
6.4K
$327K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.09KNew |
$36.9K - $41.6K
|
1.09K
$55.8K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
192New |
$6.67K - $6.97K
|
192
$9.82K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$51.2
|
|